JASON TATE FINANCIAL CONSULTING, LLC

JASON TATE FINANCIAL CONSULTING, LLC is an SEC-registered investment adviser (CRD 168213). Regulatory assets under management: $26.8M.

Registration

• CRD: 168213
• Type: Registered investment adviser
• Phone: 615-720-1989
• Latest filing: 2026-03-05
• Regulatory AUM: $26.8M
• Discretionary AUM: $26.8M
• Clients: 1
• Accounts: 304

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search